A Power of Attorney (POA) is one of the most essential estate planning tools. At... [Read more...]
How to Choose the Executor When Creating Your Last Will and Testament
When working with clients on their Last Will and Testament, we emphasize how critical it... [Read more...]
When Parents Die Without a Will: How to Settle Their Estate in NC
When a parent dies without a Lat Will and Testament or trust, the process of... [Read more...]
Navigating the Complexities of Specific Bequests in Estate Planning
Specific bequests can add personal touches to your estate plan, but they require careful planning... [Read more...]
An Estate Planning Lesson from the Murdochs
Art often mirrors life, and the latest drama surrounding Rupert Murdoch are a prime example.... [Read more...]
How to Protect Seniors from Identity Theft
7 Essential Steps to Protect Seniors from Identity Theft Seniors are particularly vulnerable to identity... [Read more...]
Understanding Your Power of Attorney in NC
We often find that many of our clients have either created a Power of Attorney... [Read more...]
Top 5 Mistakes to Avoid If You Receive an Inheritance
While the majority of my time is spent helping clients decide how they want to... [Read more...]
Your Legacy: Beyond Estate Plans and Assets
When people think about their legacy, they often focus on the material assets they'll leave... [Read more...]
8 Things Not to Include in a Special Needs Trust
Creating a Special Needs Trust (SNT) is an essential step in ensuring the long-term care... [Read more...]
Understanding and Avoiding Estate Disputes: Lessons from the Cannon Mills Trust Case
Canon Mills circa 1950. In a recent high-profile case, the Cannon Mills family and Atrium... [Read more...]
A Comprehensive View of Seniors Living in the United States
The older population in America has grown dramatically in recent years and is expected to... [Read more...]
